Altus Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-113,581	Closed	-$10.7M	–	34
2025 Q1	$10.7M	Buy	113,581 +6,074	+6%	+$574K	5.03%	6
2024 Q4	$9.64M	Buy	107,507 +3,648	+4%	+$327K	4.31%	6
2024 Q3	$9.5M	Buy	103,859 +1,033	+1%	+$94.5K	4.46%	6
2024 Q2	$10.2M	Buy	+102,826	New	+$10.2M	4.92%	6